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Portfolio (Quarterly) Guide ↗

Mediolanum International Funds Ltd

· CIK 0002022028
13F Portfolio $9.4B AUM 431 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 58 New 185 Added 178 Reduced 35 Exited
Page 6 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TROW T ROWE PRICE GROUP INC. Financial Services 134,357.0 $12.0M 0.13% +27K +25.5% $89.03 +15.0%
102 CTRA COTERRA ENERGY INC Energy 331,556.0 $11.9M 0.13% +294K +790.1% $35.91 -9.3%
103 APTIV PLC 173,504.0 $11.6M 0.12% +15K +9.5% $66.64
104 INTC INTEL CORP. Technology 267,096.0 $11.0M 0.12% +40K +17.4% $41.19 +181.5%
105 SHOP SHOPIFY INC Technology 96,756.0 $10.8M 0.12% +4K +4.7% $111.91 -12.9%
106 BNS BANK OF NOVA SCOTIA Financial Services 160,374.0 $10.8M 0.12% +28K +21.6% $67.44 +14.3%
107 ALB ALBEMARLE CORP Basic Materials 59,360.0 $10.5M 0.11% +2K +4.0% $177.22 +1.8%
108 BK BANK OF NEW YORK MELLON CORP Financial Services 90,419.0 $10.4M 0.11% +72K +399.6% $115.18 +17.2%
109 ABT ABBOTT LABORATORIES INC Healthcare 101,359.0 $10.3M 0.11% +46K +83.7% $101.88 -17.1%
110 PFG PRINCIPAL FINANCIAL GROUP INC Financial Services 115,549.0 $10.2M 0.11% +2K +1.9% $88.23 +14.2%
111 GLPI GAM & LEIR PRPR /REIT Real Estate 229,355.0 $10.1M 0.11% +163K +247.1% $43.95 +6.6%
112 DECK DECKERS OUTDOOR CORP. Consumer Cyclical 104,711.0 $9.9M 0.11% +51K +96.5% $94.97 -0.0%
113 EXC EXELON CORP Utilities 200,383.0 $9.8M 0.10% +174K +655.6% $49.11 -9.6%
114 WPM WHEATON PRECIOUS METALS CORP Basic Materials 79,403.0 $9.8M 0.10% +12K +17.6% $123.77 +12.5%
115 TRV TRAVELERS COS INC/THE Financial Services 33,138.0 $9.7M 0.10% +472.0 +1.4% $291.82 +2.2%
116 CFG CITIZENS FINANCIAL GROUP INC Financial Services 163,261.0 $9.4M 0.10% +6K +4.1% $57.45 +5.9%
117 GRAB GRAB HLDG RG-A Technology 2,653,055.0 $9.4M 0.10% +602K +29.4% $3.53 +1.1%
118 AON AON PLC -A- Financial Services 28,645.0 $9.3M 0.10% +4K +16.0% $324.06 -2.1%
119 ENTERGY CORP 82,242.0 $9.1M 0.10% +1K +1.4% $111.06
120 CORPAY INC 30,238.0 $8.8M 0.09% +419.0 +1.4% $290.36
Page 6 of 10  ·  185 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.7%
Financial Services 11.3%
Communication Services 10.6%
Healthcare 10.1%
Industrials 9.1%
Consumer Cyclical 9.1%
Consumer Defensive 5.9%
Energy 5.7%
Basic Materials 2.4%
Utilities 2.1%